Philip Levy, CFA, CPA

Portfolio Manager
PFM Asset Management LLC

Contact

350 California Street
16th Floor
San Francisco, CA 94104

philip.levy@pfmam.com
415.796.5075 office

Specialties
Short & Intermediate Term Fixed Income , Cash and Enhanced Cash

Taft-Hartley, State & Local Governments, Endowments, Foundations & Charitable Institutions

Education
B.A. in Business Economics
University of California, Santa Barbara

Professional Designations or Licenses
Chartered Financial Analyst (CFA)

Certified Public Accountant (CPA)

Started with PFM: 2024

Started in the Field: 1991

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Philip joined PFMAM as a portfolio manager in 2024 and is based in San Francisco. He is responsible for managing taxable short- and intermediate-term multi-sector fixed income strategies for separate accounts and blended portfolios.

Philip was a director and fixed income portfolio manager at HighMark Capital Management, now part of PFMAM. He began his career in 1991 at KPMG Peat Marwick before moving to American Century Investments as a credit research analyst. He holds the Chartered Financial Analyst (CFA) designation and is licensed as a Certified Public Accountant (CPA).

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